Brown & Williamson Tobacco Corporation Welfare & Fringe Benefits Plan — Form 5500 plan (Reynolds American Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Brown & Williamson Tobacco Corporation Welfare & Fringe Benefits Plan is a benefit plan reported by Reynolds American Inc. under EIN 20-0546644 and plan number 508. The latest loaded filing year is 2023. The filing reports 1,089 participants and $171,590,228 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reynolds American Inc.
- EIN
- 20-0546644
- Plan number
- 508
- Plan type
- 2
- Location
- Winston-Salem, NC
- Latest filing year
- 2023
- Participants
- 1,089
- End-of-year plan assets
- $171,590,228
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,089 | H, C | 20241003094809NAL0004750115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $171,590,228
- Total liabilities (EOY)
- $900,277
- Net assets (EOY)
- $170,689,951
- Net assets (BOY)
- $169,655,994
Income & contributions
- Participant contributions
- $644,786
- Total contributions
- $644,786
- Total income / additions
- $18,779,779
Expenses & distributions
- Benefits paid
- $15,296,432
- Administrative expenses
- $2,449,390
- Total expenses
- $17,745,822
- Net increase / (decrease)
- $1,033,957
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | NONE | $901,588 | not reported in the loaded dataset | 2023 |
| Bcbsnc | NONE | $629,891 | not reported in the loaded dataset | 2023 |
| Express Scripts Inc. | NONE | $114,816 | not reported in the loaded dataset | 2023 |
| Alight | NONE | $107,527 | not reported in the loaded dataset | 2023 |
| National Life Insurance | NONE | $80,527 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | NONE | $28,615 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank, Na | NONE | $6,932 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reynolds American Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Winston-Salem, NC
- John Hancock — Schedule C compensation
- Bcbsnc — Schedule C compensation
- Express Scripts Inc. — Schedule C compensation
- Alight — Schedule C compensation
- National Life Insurance — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Jp Morgan Chase Bank, Na — Schedule C compensation